The Foundations Conference is designed to explore Dimensional’s unique investment philosophy and approach to markets for a diverse range of financial professionals. From foundational concepts, to a deep dive into the research that underpins our investment philosophy. Presentations will include insights into how we manage both Equity and Fixed Interest portfolios, and a comprehensive view of our available investment solutions.
Register here for this event. On 18 July 2018, the Competition & Markets Authority (CMA) published its provisional findings on competition within the investment consultancy and fiduciary management marketplace. The report highlights the CMA’s concerns over how pension schemes have been guided towards fiduciary management and questions whether the low levels of engagement around appointing a fiduciary manager can impact
Webinar invitation Just when you thought it was all over, the High Court has ruled on the Lloyds Bank GMP Equalisation case which is expected to have wide ranging implications for the pensions industry. We are delighted to invite you to a webinar to explore the key financial, legal and practical issues for trustees and sponsors of UK pension schemes.
This course is suitable for more experienced trustees who have either already attended the Defined Benefit – Part 1 course or have some experience as a trustee of a defined benefit scheme. It assumes an understanding of the basic concepts of trust law and trusteeship and some knowledge of asset classes and investment markets. It provides a practical look at
We are delighted to announce that the BNY Mellon Pension Summit will be held in London on Wednesday 14 November 2018. This year, we will explore how themes of sustainability are playing out across the pensions landscape. While sustainability was traditionally considered from the standpoint of asset value protection, its meaning has evolved in recent years with ESG/SRI considerations now
This course is the first of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. If you are new to trusteeship or thinking about becoming a pension scheme trustee this course is right for you. Learn the theory of pension scheme trusteeship, including what is expected from trustees and how to apply good
Many employees have an unrealistic view about how to plan for tomorrow whilst faced with the reality of managing day to day financial challenges. Do yours need help? This year, Aon extended its annual Defined Contribution (DC) research beyond employees' pensions and examined their current financial health as well as their expectations for retirement. What we found is compelling. On
This course is the second of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. It is suitable for new trustees who have already learned the rudiments of pension scheme trusteeship or if you have already attended Introduction to trusteeship Part 1: The theory. TOPICS The protocol and mechanics of decision – making, including
This introductory course is suitable for new trustees and as a refresher for those with more experience. It will help you gain a clear understanding of your responsibilities as a trustee.
Book your place Mon 3 Dec It is now twelve years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since then the range of topics that trustees need to understand has become much wider, with new concepts such as integrated risk management, an ever greater choice of asset classes and investment approaches and additional governance considerations for trustees.